Marwaha investments is one of the top investment firms in India with extensive experience in managing assets across public and private markets. Founded in 1990 by Sandeep Marwaha, the firm has grown to become a leading player in the Indian financial landscape. Marwaha investments manages assets over $1 billion across public equities, fixed income, real estate and private equity. The firm is known for its value investing philosophy and rigorous bottom-up research. Some of the key strengths of Marwaha investments include its experienced investment team, focus on fundamental research, long-term investment horizon and focus on risk management. In this article, we take a deeper look at Marwaha investments, its investment philosophy, key professionals, service offerings and investment performance.
Investment Philosophy of Marwaha investments Centered Around Long-Term Value Investing
The investment philosophy of Marwaha investments is anchored around long-term value investing principles. The firm follows a bottom-up approach to identify undervalued investment opportunities across different asset classes. Some of the key tenets of its investment philosophy include:
– Focus on fundamental research: Marwaha investments spends a lot of time on analyzing companies through detailed financial statement analysis, competitor analysis, industry analysis and management evaluations.
– Margin of safety: The firm looks to buy securities trading at a significant discount to intrinsic value to have a margin of safety.
– Long-term orientation: Marwaha investments has a long-term orientation and is willing to remain invested through market cycles. The average holding period is 3-5 years.
– Risk aversion: Risk management is an integral part of the investment process. The firm avoids companies with high leverage, regulatory issues or governance concerns.
– Concentrated portfolios: Marwaha believes in concentrated portfolios of its best ideas rather than diversification for the sake of diversification.
This well-defined investment philosophy has helped Marwaha investments successfully navigate different market cycles and generate consistent returns over the long run.
Marwaha investments Has a Highly Experienced Investment Team
Marwaha investments is led by its founder Sandeep Marwaha who serves as the Managing Director. He has over 25 years of experience in the Indian capital markets. The investment team consists of experienced professionals with diverse backgrounds including chartered accountants, MBAs and CFA charterholders.
Some of the key investment professionals at Marwaha investments include:
– Sandeep Marwaha, Managing Director: Sandeep has over 25 years of experience in managing investments across public and private markets.
– Akshay Marwaha, Director: Akshay focuses on public and private equity investments. He is a qualified chartered accountant.
– Sachin Khattar, Director: Sachin has over 15 years of experience in equity research and investments.
– Amiteshwar Choudhary, VP Investments: Amiteshwar has over 12 years of experience in credit research and fixed income investments.
The experience and stability of the investment team has been a key factor behind the successful long-term track record of Marwaha investments.
Marwaha investments Offers Investment Services Across Public and Private Markets
Marwaha investments manages customized investment portfolios across public equities, fixed income securities, real estate and private equity.
Some of its key service offerings include:
– Discretionary Portfolio Management: Marwaha offers tailored discretionary portfolio management services for HNIs, family offices and institutional clients.
– Alternatives Investments: The firm provides opportunities to invest in real estate, private equity and venture capital funds.
– Fixed Income Investments: Marwaha investments manages customized bond portfolios investing across sovereign and corporate bonds.
– Equities Research Services: Marwaha provides equity research services to institutional clients including mutual funds and foreign portfolio investors.
– Wealth Management: The firm offers wealth management and financial planning services for HNIs and family offices.
This multi-asset class investment expertise allows Marwaha investments to offer customized solutions tailored to the specific requirements of clients.
Marwaha investments Has Delivered Strong Long-Term Investment Performance
Marwaha investments has delivered strong investment performance across its core strategies over the long run. Some highlights of its performance track record are:
– The firm’s value-oriented public equity strategy has outperformed Nifty 50 by 5-7% annually over the last 10 years.
– Its fixed income strategies have outperformed popular bond indices by 2-3% over 5 and 10 year periods.
– Marwaha’s real estate fund launched in 2005 has returned 18% annually, significantly higher than Nifty Realty index.
– The private equity strategy launched in 2007 has returned over 20% net IRR over its fund life.
This consistent long-term outperformance across strategies demonstrates Marwaha investments’ strong stock selection skills and its ability to execute its investment philosophy successfully across market cycles. Only a few investment firms in India have been able to match this performance consistency over multiple decades.
In conclusion, Marwaha investments is one of the leading investment management firms in India with a successful long-term track record. Its strong focus on fundamental research, valuation and risk management has helped it consistently outperform passive indices across market cycles. For investors looking for a dependable partner for managing their long-term wealth, Marwaha investments stands out as an attractive choice.